WAINX vs. FERIX
Compare and contrast key facts about Wasatch Emerging India Fund (WAINX) and Fidelity Advisor Emerging Asia Fund Class I (FERIX).
WAINX is managed by Wasatch. It was launched on Apr 25, 2011. FERIX is managed by Fidelity. It was launched on Jun 15, 1999.
Performance
WAINX vs. FERIX - Performance Comparison
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WAINX vs. FERIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WAINX Wasatch Emerging India Fund | -20.19% | -5.33% | 9.23% | 20.90% | -21.77% | 37.56% | 17.63% | 13.78% | -5.45% | 53.39% |
FERIX Fidelity Advisor Emerging Asia Fund Class I | 0.92% | 37.04% | 20.95% | 13.84% | -30.60% | -14.83% | 72.97% | 31.02% | -14.87% | 45.94% |
Returns By Period
In the year-to-date period, WAINX achieves a -20.19% return, which is significantly lower than FERIX's 0.92% return. Over the past 10 years, WAINX has underperformed FERIX with an annualized return of 8.29%, while FERIX has yielded a comparatively higher 12.65% annualized return.
WAINX
- 1D
- -2.64%
- 1M
- -14.87%
- YTD
- -20.19%
- 6M
- -19.80%
- 1Y
- -23.10%
- 3Y*
- 1.66%
- 5Y*
- 0.35%
- 10Y*
- 8.29%
FERIX
- 1D
- -1.11%
- 1M
- -12.52%
- YTD
- 0.92%
- 6M
- 2.47%
- 1Y
- 34.26%
- 3Y*
- 20.82%
- 5Y*
- 2.42%
- 10Y*
- 12.65%
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WAINX vs. FERIX - Expense Ratio Comparison
WAINX has a 1.51% expense ratio, which is higher than FERIX's 0.94% expense ratio.
Return for Risk
WAINX vs. FERIX — Risk / Return Rank
WAINX
FERIX
WAINX vs. FERIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Wasatch Emerging India Fund (WAINX) and Fidelity Advisor Emerging Asia Fund Class I (FERIX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| WAINX | FERIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -1.37 | 1.65 | -3.02 |
Sortino ratioReturn per unit of downside risk | -1.93 | 2.18 | -4.11 |
Omega ratioGain probability vs. loss probability | 0.79 | 1.32 | -0.53 |
Calmar ratioReturn relative to maximum drawdown | -0.83 | 2.27 | -3.10 |
Martin ratioReturn relative to average drawdown | -2.21 | 8.22 | -10.43 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| WAINX | FERIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -1.37 | 1.65 | -3.02 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.02 | 0.11 | -0.09 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.44 | 0.61 | -0.17 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.44 | 0.35 | +0.09 |
Correlation
The correlation between WAINX and FERIX is 0.48, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
WAINX vs. FERIX - Dividend Comparison
WAINX's dividend yield for the trailing twelve months is around 36.56%, while FERIX has not paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WAINX Wasatch Emerging India Fund | 36.56% | 29.17% | 20.19% | 4.23% | 1.15% | 4.29% | 0.00% | 0.32% | 6.95% | 2.91% | 1.06% | 1.40% |
FERIX Fidelity Advisor Emerging Asia Fund Class I | 0.00% | 0.00% | 0.00% | 0.00% | 0.01% | 12.49% | 6.58% | 5.30% | 6.70% | 0.03% | 1.29% | 0.82% |
Drawdowns
WAINX vs. FERIX - Drawdown Comparison
The maximum WAINX drawdown since its inception was -41.34%, smaller than the maximum FERIX drawdown of -60.82%. Use the drawdown chart below to compare losses from any high point for WAINX and FERIX.
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Drawdown Indicators
| WAINX | FERIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.34% | -60.82% | +19.48% |
Max Drawdown (1Y)Largest decline over 1 year | -28.83% | -13.53% | -15.30% |
Max Drawdown (5Y)Largest decline over 5 years | -31.01% | -53.29% | +22.28% |
Max Drawdown (10Y)Largest decline over 10 years | -41.34% | -57.71% | +16.37% |
Current DrawdownCurrent decline from peak | -31.01% | -13.53% | -17.48% |
Average DrawdownAverage peak-to-trough decline | -9.15% | -18.22% | +9.07% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.84% | 3.73% | +7.11% |
Volatility
WAINX vs. FERIX - Volatility Comparison
The current volatility for Wasatch Emerging India Fund (WAINX) is 6.71%, while Fidelity Advisor Emerging Asia Fund Class I (FERIX) has a volatility of 9.61%. This indicates that WAINX experiences smaller price fluctuations and is considered to be less risky than FERIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WAINX | FERIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.71% | 9.61% | -2.90% |
Volatility (6M)Calculated over the trailing 6-month period | 11.66% | 14.64% | -2.98% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.81% | 20.29% | -3.48% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.04% | 22.55% | -5.51% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.88% | 20.70% | -1.82% |